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Business Platforms & EA · Advanced

Account Role

Role created under a partner or customer account for role-based external users (Executive, Manager, User).

Definition

External roles sit under the account owner's role, so the internal owner and their managers can see records owned by the external users. The number of roles per account is configurable (up to three).

Exam tip

Limit the number of external account roles to reduce sharing recalculation overhead.

Related terms